Webinar On Demand - End Of Financial Year SMSF Planning 2026

1 CPD Unit – Substantive Law

Do your clients have a Self Managed Superannuation Fund (SMSF)?

If so, now is the ideal time to step back and review their position ahead of the 30 June 2026 year end. A fund review creates an opportunity to proactively contact clients, identify and fix potential issues that may not have been identified during the year, and ensure they have maximised the available strategies before year end.

Join Lindzee-Kate Tagliaferri from Cooper Partners for a one hour webinar that will provide you with a practical checklist and road map of items to consider for your clients’ SMSFs prior to 30 June 2026, including a review of key changes taking effect from 1 July 2026, such as the new Division 296 “Better Targeted Super Concessions” rules

This webinar covers:

• Minimum pension payments including ensuring payments are made and cleared before 30 June;
• Optimising contributions, concessional and non concessional, including the 2025–26 cap changes, carry forward opportunities and timing of contributions;
• Ensuring that record keeping requirements will be met;
• Identification of issues that may have arisen during the year that need attention before 30 June (in house assets, related party transactions, loan arrangements and other common compliance pitfalls); and
• Key considerations for the 2026 financial year, including a brief consideration of the incoming Division 296 rules.

This webinar is suitable for lawyers, accountants and other professional advisers, as well as SMSF trustees and is pitched at an intermediate level. It assumes a basic knowledge of SMSFs.

Continuing Professional Development

Legal CPD:

WA legal practitioners (QA Provider ID 29250)

1 CPD Unit, CPD Obligation Field 4 – Substantive Law. To ensure you receive your CPD Units for this event, please provide us with your Legal Practice Board Practitioner ID during registration. Note: CPD Units are only available for participation in the live webinar. At this time, webinar recordings (for those that are registered but unable to attend) are not eligible for WA Legal CPD Units.

Legal practitioners outside of WA

If you consider that this webinar satisfies your individual requirement, or is relevant to your immediate or long-term professional development needs, you may claim 0.5 CPD Units for every 30 minutes of attendance and participation.

Accounting CPD:

1 CPD Point

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Presenter: Lindzee-Kate Tagliaferri
Senior Manager, Cooper Partners

Lindzee-Kate is an experienced SMSF adviser with Cooper Partners. She is a CPA with over 14 years experience working in various SMSF advice areas such as family separation, estate planning, and SMSF establishments.

Lindzee-Kate is highly skilled in the preparation of SMSF tax returns, BAS, IAS, TBAR and financial reports. She is also experienced in the creation and implementation of various strategies such as health checking SMSFs for compliance of SIS Act and regulations and assisting clients with remedying any breaches.

Professional Qualifications and Achievements

• Bachelor of Business, Majoring in Accounting and Public Practice
• Certified Practising Accountant
• SMSF Summit 2019 Award winner